加仓！资金大幅涌入这些方向

Group 1: Market Performance - The consumption and photovoltaic sectors saw significant gains last week, with several related ETFs, such as the E Fund Consumption ETF (513070) and E Fund New Energy ETF (589960), recording over 3% weekly increases [1][4] - Conversely, gold and artificial intelligence sectors experienced notable adjustments, with multiple related ETFs declining over 9% [1][6] Group 2: Trading Activity - The A-share market saw active trading in broad-based products, with the A500 ETF (159361) and others tracking the CSI A500 index achieving a total trading volume exceeding 254.8 billion yuan [2][8] - The Hang Seng Technology sector attracted significant capital inflow, with ETFs like the E Fund Hang Seng Technology ETF (513010) seeing substantial net inflows [3][10] Group 3: Sector Highlights - The Hang Seng Consumption ETF (513070) tracked the CSI Hong Kong Consumption Index, which rose over 4%, while the E Fund New Energy ETF (589960) and E Fund Photovoltaic ETF (562970) tracked indices that increased over 3% [4][5] - The gold sector showed weakness, with all 14 commodity gold ETFs declining over 5%, and some gold stock ETFs dropping more than 13% [6][7] Group 4: Future Outlook - Industry experts express optimism for the Hong Kong consumption sector in 2026, focusing on high-dividend consumer stocks, resilient domestic demand sectors like education, and timing strategies for new consumption sectors [5] - The market is expected to shift focus towards macroeconomic and industrial cues post-holiday, with a clearer framework for high-quality development and new-old kinetic energy conversion [12]